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WINDSAIL CAPITAL GROUP, LLC

BOSTON, MA · CRD 165352 · IAPD ↗ · windsailcapital.com · 617-423-6061

$196.3MRegulatory AUM
4Advisory reps
6Employees
0Clients
n/aPlanning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
March 2025 — WINDSAIL CAPITAL GROUP, LLC (BOSTON, MA) left the SEC roster (was $196.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
April 2024 — WINDSAIL CAPITAL GROUP, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.